HAVERFORD SCHOOL: Form 990, tax year 2013
View the entire original 990 at ProPublica ↗
- Organization
- HAVERFORD SCHOOL (EIN 23-1352646)
- Tax period
- 2013-07-01 to 2014-06-30
- Filed
- 2014-10-31
- IRS object ID
- 201433049349301063
- Schema version
- 2013v3.0
- Source
- Download XML · Original 990 at ProPublica
Every field in the e-filed return. Faint text is the IRS element name, for citing.
- Return header
- Form 990
- Schedule A
- Schedule B
- Schedule D
- Schedule E
- Schedule G
- Schedule I
- Schedule J
- Schedule K
- Schedule M
- Schedule O
- Schedule R
Return header ReturnHeader
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return | 2014-10-31T13:50:36-05:00 | ReturnTs |
| Tax Period End | 2014-06-30 | TaxPeriodEndDt |
Preparer Firm PreparerFirmGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Firm EIN | 232932984 | PreparerFirmEIN |
Preparer Firm Name PreparerFirmName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | PARENTEBEARD LLC | BusinessNameLine1 |
Preparer US Address PreparerUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 1650 MARKET STREET SUITE 4500 | AddressLine1 |
| City | PHILADELPHIA | City |
| State | PA | State |
| ZIP Code | 19103 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Return Type | 990 | ReturnTypeCd |
| Tax Period Begin | 2013-07-01 | TaxPeriodBeginDt |
Filer Filer
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 231352646 | EIN |
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVERFORD SCHOOL | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Control | HAVE | BusinessNameControlTxt |
| Phone | 4844172722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 LANCASTER AVENUE | AddressLine1 |
| City | HAVERFORD | City |
| State | PA | State |
| ZIP Code | 19041 | ZIPCode |
Business Officer BusinessOfficerGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Person | DAVID S GOLD | PersonNm |
| Person Title | CFO | PersonTitleTxt |
| Phone | 4844172722 | PhoneNum |
| Signature | 2014-10-31 | SignatureDt |
| Discuss With Paid Preparer | Yes (1) | DiscussWithPaidPreparerInd |
Preparer Person PreparerPersonGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Preparer Person | JULIUS GREEN CPA JD | PreparerPersonNm |
| PTIN | P00350393 | PTIN |
| Phone | 2159720701 | PhoneNum |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Tax | 2013 | TaxYr |
| Build TS | 2015-11-30 17:44:51Z | BuildTS |
Form 990 IRS990
| Field | Value | IRS element (for citing) |
|---|---|---|
| Principal Officer | JOHN A NAGL | PrincipalOfficerNm |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 LANCASTER AVENUE | AddressLine1 |
| City | HAVERFORD | City |
| State | PA | State |
| ZIP Code | 19041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Gross Receipts | $50,040,309 | GrossReceiptsAmt |
| Group Return For Affiliates | 0 | GroupReturnForAffiliatesInd |
| Organization501c3 | Yes (X) | Organization501c3Ind |
| Website Address | WWW.HAVERFORD.ORG | WebsiteAddressTxt |
| Type Of Organization Corp | Yes (X) | TypeOfOrganizationCorpInd |
| Formation | 1916 | FormationYr |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Activity Or Mission | A NON-SECTARIAN COLLEGE PREP SCHOOL JR K-12, EDUCATES QUALIFIED BOYS OF DIFFERING BACKGROUNDS. | ActivityOrMissionDesc |
| Voting Members Governing Body | 30 | VotingMembersGoverningBodyCnt |
| Voting Members Independent | 29 | VotingMembersIndependentCnt |
| Total Employee | 465 | TotalEmployeeCnt |
| Total Volunteers | 40 | TotalVolunteersCnt |
| Total Gross UBI | $250,671 | TotalGrossUBIAmt |
| Net Unrelated Bus Txbl Incm | $5,226 | NetUnrelatedBusTxblIncmAmt |
| PY Contributions Grants | $3,982,727 | PYContributionsGrantsAmt |
| CY Contributions Grants | $3,699,821 | CYContributionsGrantsAmt |
| PY Program Service Revenue | $31,572,949 | PYProgramServiceRevenueAmt |
| CY Program Service Revenue | $32,513,001 | CYProgramServiceRevenueAmt |
| PY Investment Income | $2,298,682 | PYInvestmentIncomeAmt |
| CY Investment Income | $4,657,563 | CYInvestmentIncomeAmt |
| PY Other Revenue | $1,384,616 | PYOtherRevenueAmt |
| CY Other Revenue | $1,394,252 | CYOtherRevenueAmt |
| PY Total Revenue | $39,238,974 | PYTotalRevenueAmt |
| CY Total Revenue | $42,264,637 | CYTotalRevenueAmt |
| PY Grants And Similar Paid | $4,708,281 | PYGrantsAndSimilarPaidAmt |
| CY Grants And Similar Paid | $4,936,185 | CYGrantsAndSimilarPaidAmt |
| PY Benefits Paid To Members | $0 | PYBenefitsPaidToMembersAmt |
| CY Benefits Paid To Members | $0 | CYBenefitsPaidToMembersAmt |
| PY Salaries Comp Emp Bnft Paid | $19,179,318 | PYSalariesCompEmpBnftPaidAmt |
| CY Salaries Comp Emp Bnft Paid | $19,142,148 | CYSalariesCompEmpBnftPaidAmt |
| PY Total Prof Fndrsng Expns | $0 | PYTotalProfFndrsngExpnsAmt |
| CY Total Prof Fndrsng Expns | $0 | CYTotalProfFndrsngExpnsAmt |
| CY Total Fundraising Expense | $2,827,307 | CYTotalFundraisingExpenseAmt |
| PY Other Expenses | $11,909,573 | PYOtherExpensesAmt |
| CY Other Expenses | $11,691,127 | CYOtherExpensesAmt |
| PY Total Expenses | $35,797,172 | PYTotalExpensesAmt |
| CY Total Expenses | $35,769,460 | CYTotalExpensesAmt |
| PY Revenues Less Expenses | $3,441,802 | PYRevenuesLessExpensesAmt |
| CY Revenues Less Expenses | $6,495,177 | CYRevenuesLessExpensesAmt |
| Total Assets BOY | $144,070,713 | TotalAssetsBOYAmt |
| Total Assets EOY | $152,905,043 | TotalAssetsEOYAmt |
| Total Liabilities BOY | $46,080,787 | TotalLiabilitiesBOYAmt |
| Total Liabilities EOY | $45,171,639 | TotalLiabilitiesEOYAmt |
| Net Assets Or Fund Balances BOY | $97,989,926 | NetAssetsOrFundBalancesBOYAmt |
| Net Assets Or Fund Balances EOY | $107,733,404 | NetAssetsOrFundBalancesEOYAmt |
| Info In Schedule O Part III | Yes (X) | InfoInScheduleOPartIIIInd |
| Mission | THE HAVERFORD SCHOOL, A NON-SECTARIAN COLLEGE PREPARATORY SCHOOL FOR JUNIOR KINDERGARTEN THROUGH GRADE TWELVE, PROVIDES A SUPERIOR LIBERAL ARTS EDUCATION FOR QUALIFIED BOYS OF DIFFERING BACKGROUNDS. WE ARE COMMITTED TO DEVELOPING THE FULL INTELLECTUAL, ARTISTIC, ATHLETIC AND MORAL POTENTIAL IN EACH BOY, AND WE AIM TO GRADUATE YOUNG MEN WITH STRONG CHARACTER WHO POSSESS A PASSION FOR LEARNING AND PROBLEM SOLVING. | MissionDesc |
| Significant New Program Srvc | 0 | SignificantNewProgramSrvcInd |
| Significant Change | 0 | SignificantChangeInd |
| Expense | $28,627,414 | ExpenseAmt |
| Grant | $4,936,185 | GrantAmt |
| Revenue | $32,513,001 | RevenueAmt |
| Desc | PREPARING YOUNG MEN ACADEMICALLY FOR THE FUTURE IS UNDOUBTEDLY ONE OF THE MOST VALUABLE BENEFITS OF A HAVERFORD EDUCATION. BUT MORE IMPORTANTLY, WE GIVE BOYS A FOUNDATION OF SKILLS THEY NEED TO LEAD A FULFILLING AND MEANINGFUL LIFE. AS OUR STATEMENT OF VISION READS, "THE HAVERFORD FACULTY PREPARES EACH BOY TO BE FUTURE-READY THROUGH DEVELOPING HIS CHARACTER AND HIS EMOTIONAL INTELLIGENCE, AS WELL AS HIS ACADEMIC, ARTISTIC, AND ATHLETIC TALENTS."THE HAVERFORD SCHOOL INCURS DIRECT INSTRUCTIONAL EXPENSES IN JUNIOR KINDERGARTEN THROUGH GRADE 12, ATHLETIC PROGRAMS, AND OTHER EXTRA-CURRICULAR ACTIVITY EXPENSES FOR APPROXIMATELY 1,009 STUDENTS. | Desc |
| Total Program Service Expenses | $28,627,414 | TotalProgramServiceExpensesAmt |
| Described In Section501c3 | Yes (1) | DescribedInSection501c3Ind |
| Schedule B Required | Yes (1) | ScheduleBRequiredInd |
| Political Campaign Acty | 0 | PoliticalCampaignActyInd |
| Lobbying Activities | 0 | LobbyingActivitiesInd |
| Subject To Proxy Tax | 0 | SubjectToProxyTaxInd |
| Donor Advised Fund | 0 | DonorAdvisedFundInd |
| Conservation Easements | 0 | ConservationEasementsInd |
| Collections Of Art | 0 | CollectionsOfArtInd |
| Credit Counseling | 0 | CreditCounselingInd |
| Temp Or Permanent Endowments | Yes (1) | TempOrPermanentEndowmentsInd |
| Report Land Building Equipment | Yes (1) | ReportLandBuildingEquipmentInd |
| Report Investments Other Sec | Yes (1) | ReportInvestmentsOtherSecInd |
| Report Program Related Invst | 0 | ReportProgramRelatedInvstInd |
| Report Other Assets | 0 | ReportOtherAssetsInd |
| Report Other Liabilities | Yes (1) | ReportOtherLiabilitiesInd |
| Include FIN48 Footnote | Yes (1) | IncludeFIN48FootnoteInd |
| Independent Audit Fincl Stmt | Yes (1) | IndependentAuditFinclStmtInd |
| Consolidated Audit Fincl Stmt | 0 | ConsolidatedAuditFinclStmtInd |
| School Operating | Yes (1) | SchoolOperatingInd |
| Foreign Office | 0 | ForeignOfficeInd |
| Foreign Activities | 0 | ForeignActivitiesInd |
| More Than5000 K To Org | 0 | MoreThan5000KToOrgInd |
| More Than5000 K To Individuals | 0 | MoreThan5000KToIndividualsInd |
| Professional Fundraising | 0 | ProfessionalFundraisingInd |
| Fundraising Activities | Yes (1) | FundraisingActivitiesInd |
| Gaming Activities | 0 | GamingActivitiesInd |
| Operate Hospital | 0 | OperateHospitalInd |
| Grants To Organizations | 0 | GrantsToOrganizationsInd |
| Grants To Individuals | Yes (1) | GrantsToIndividualsInd |
| Schedule J Required | Yes (1) | ScheduleJRequiredInd |
| Tax Exempt Bonds | Yes (1) | TaxExemptBondsInd |
| Invest Tax Exempt Bonds | 0 | InvestTaxExemptBondsInd |
| Escrow Account | 0 | EscrowAccountInd |
| On Behalf Of Issuer | 0 | OnBehalfOfIssuerInd |
| Engaged In Excess Benefit Trans | 0 | EngagedInExcessBenefitTransInd |
| PY Excess Benefit Trans | 0 | PYExcessBenefitTransInd |
| Loan Outstanding | 0 | LoanOutstandingInd |
| Grant To Related Person | 0 | GrantToRelatedPersonInd |
| Business Rln With Org Mem | 0 | BusinessRlnWithOrgMemInd |
| Business Rln With Fam Mem | 0 | BusinessRlnWithFamMemInd |
| Business Rln With Officer Ent | 0 | BusinessRlnWithOfficerEntInd |
| Deductible Non Cash Contri | Yes (1) | DeductibleNonCashContriInd |
| Deductible Art Contribution | 0 | DeductibleArtContributionInd |
| Terminate Operations | 0 | TerminateOperationsInd |
| Partial Liquidation | 0 | PartialLiquidationInd |
| Disregarded Entity | 0 | DisregardedEntityInd |
| Related Entity | Yes (1) | RelatedEntityInd |
| Related Organization Ctrl Ent | 0 | RelatedOrganizationCtrlEntInd |
| Trnsfr Exmpt Non Chrtbl Rltd Org | 0 | TrnsfrExmptNonChrtblRltdOrgInd |
| Activities Conducted Prtshp | 0 | ActivitiesConductedPrtshpInd |
| Schedule O Required | Yes (1) | ScheduleORequiredInd |
| IRP Document | 109 | IRPDocumentCnt |
| IRP Document W2 G | 0 | IRPDocumentW2GCnt |
| Backup Wthld Compliance | Yes (1) | BackupWthldComplianceInd |
| Employee | 465 | EmployeeCnt |
| Employment Tax Returns Filed | Yes (1) | EmploymentTaxReturnsFiledInd |
| Unrelated Bus Incm Over Limit | Yes (1) | UnrelatedBusIncmOverLimitInd |
| Form990 T Filed | Yes (1) | Form990TFiledInd |
| Foreign Financial Account | 0 | ForeignFinancialAccountInd |
| Prohibited Tax Shelter Trans | 0 | ProhibitedTaxShelterTransInd |
| Taxable Party Notification | 0 | TaxablePartyNotificationInd |
| Nondeductible Contributions | 0 | NondeductibleContributionsInd |
| Quid Pro Quo Contributions | Yes (1) | QuidProQuoContributionsInd |
| Quid Pro Quo Contri Discl | Yes (1) | QuidProQuoContriDisclInd |
| Form8282 Property Disposed Of | 0 | Form8282PropertyDisposedOfInd |
| Rcv Fnds To Pay Prsnl Bnft Cntrct | 0 | RcvFndsToPayPrsnlBnftCntrctInd |
| Pay Premiums Prsnl Bnft Cntrct | 0 | PayPremiumsPrsnlBnftCntrctInd |
| Indoor Tanning Services | 0 | IndoorTanningServicesInd |
| Info In Schedule O Part VI | Yes (X) | InfoInScheduleOPartVIInd |
| Governing Body Voting Members | 30 | GoverningBodyVotingMembersCnt |
| Independent Voting Member | 29 | IndependentVotingMemberCnt |
| Family Or Business Rln | 0 | FamilyOrBusinessRlnInd |
| Delegation Of Mgmt Duties | 0 | DelegationOfMgmtDutiesInd |
| Change To Org Documents | 0 | ChangeToOrgDocumentsInd |
| Material Diversion Or Misuse | 0 | MaterialDiversionOrMisuseInd |
| Members Or Stockholders | 0 | MembersOrStockholdersInd |
| Election Of Board Members | 0 | ElectionOfBoardMembersInd |
| Decisions Subject To Approva | 0 | DecisionsSubjectToApprovaInd |
| Minutes Of Governing Body | Yes (1) | MinutesOfGoverningBodyInd |
| Minutes Of Committees | Yes (1) | MinutesOfCommitteesInd |
| Officer Mailing Address | 0 | OfficerMailingAddressInd |
| Local Chapters | 0 | LocalChaptersInd |
| Form990 Provided To Gvrn Body | Yes (1) | Form990ProvidedToGvrnBodyInd |
| Conflict Of Interest Policy | Yes (1) | ConflictOfInterestPolicyInd |
| Annual Disclosure Covered Prsn | Yes (1) | AnnualDisclosureCoveredPrsnInd |
| Regular Monitoring Enfrc | Yes (1) | RegularMonitoringEnfrcInd |
| Whistleblower Policy | Yes (1) | WhistleblowerPolicyInd |
| Document Retention Policy | Yes (1) | DocumentRetentionPolicyInd |
| Compensation Process CEO | Yes (1) | CompensationProcessCEOInd |
| Compensation Process Other | Yes (1) | CompensationProcessOtherInd |
| Investment In Joint Venture | 0 | InvestmentInJointVentureInd |
| States Where Copy Of Return Is Fld | PA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | MA | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NY | StatesWhereCopyOfReturnIsFldCd |
| States Where Copy Of Return Is Fld | NJ | StatesWhereCopyOfReturnIsFldCd |
| Upon Request | Yes (X) | UponRequestInd |
Books In Care Of Detail BooksInCareOfDetail
Business Name BusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | DAVID S GOLD CHIEF FINANCIAL OFFICER | BusinessNameLine1 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Phone | 4844172722 | PhoneNum |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 LANCASTER AVENUE | AddressLine1 |
| City | HAVERFORD | City |
| State | PA | State |
| ZIP Code | 19041 | ZIPCode |
Form990 Part VII Section A Form990PartVIISectionAGrp (42 entries)
| TitleTitleTxt | Average Hours Per WeekAverageHoursPerWeekRt | Individual Trustee Or DirectorIndividualTrusteeOrDirectorInd | Reportable Comp From OrgReportableCompFromOrgAmt | Reportable Comp From Rltd OrgReportableCompFromRltdOrgAmt | Other CompensationOtherCompensationAmt | OfficerOfficerInd | Average Hours Per Week Rltd OrgAverageHoursPerWeekRltdOrgRt | Key EmployeeKeyEmployeeInd | Highest Compensated EmployeeHighestCompensatedEmployeeInd | Former Ofcr Director TrusteeFormerOfcrDirectorTrusteeInd |
|---|---|---|---|---|---|---|---|---|---|---|
| ELIZABETH MCKEE ANDERSON | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| KENNETH L BRIER | ||||||||||
| TRUSTEE | 1.50 | Yes (X) | $0 | $0 | $0 | |||||
| ROBERT C CLOTHIER III ESQUIRE | ||||||||||
| SECRETARY | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| JOHN A NAGL | ||||||||||
| HEADMASTER | 40.00 | Yes (X) | $235,496 | $0 | $12,645 | Yes (X) | ||||
| MAURICE D GLAVIN | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| RANDALL T DRAIN JR | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID B FORD JR | ||||||||||
| TREASURER | 1.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| RICHARD W GRAHAM II | ||||||||||
| VICE CHAIRMAN | 0.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| RICHARD J GREEN | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| SUSAN REISBORD | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | 2.00 | ||||
| GEORGE B LEMMON | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN J LYNCH III | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| DAVID J MARTINELLI | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| GEORGE C MCFARLAND JR | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| SHARON MERHIGE | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| LESLIE MUHLFELDER FREEMANN | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| ALBERT C OEHRLE | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| AMY PETERSEN | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| VINCENT A ROSSI | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN F STOVIAK | ||||||||||
| CHAIRMAN | 17.50 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| CAROLINE ROGERS | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| PETER ROHR | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| MARK D TURNER | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| CARTER D WILLIAMS | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| THOMAS L WILLIAMS | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| JOHN C WILKINS JR | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| KENNETH W SCHWENKE | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| ROBERT T HASTINGS | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| JENNIFER N PECHET | ||||||||||
| TRUSTEE | 0.50 | Yes (X) | $0 | $0 | $0 | |||||
| WILLIAM C YOH | ||||||||||
| VICE CHAIRMAN | 7.00 | Yes (X) | $0 | $0 | $0 | Yes (X) | ||||
| DAVID S GOLD | ||||||||||
| CHIEF FINANCIAL OFFICER | 40.00 | $196,909 | $0 | $54,284 | Yes (X) | |||||
| JAMES M THORBURN | ||||||||||
| ASSISTANT HEADMASTER | 40.00 | $225,936 | $0 | $27,395 | Yes (X) | |||||
| JOHN C NOSTRANT | ||||||||||
| ATHLETIC DIRECTOR | 40.00 | $159,994 | $0 | $56,191 | Yes (X) | |||||
| RONALD F DUSKA | ||||||||||
| HEAD OF LOWER SCHOOL | 40.00 | $153,754 | $0 | $15,240 | Yes (X) | |||||
| JAMES J GREYTOK JR | ||||||||||
| HEAD OF MIDDLE SCHOOL | 40.00 | $164,426 | $0 | $53,499 | Yes (X) | |||||
| BRIAN MCBRIDE | ||||||||||
| ASSOC. HEAD EXTERNAL AFFAIRS | 40.00 | $162,650 | $0 | $139,727 | Yes (X) | |||||
| MATTHEW GREEN | ||||||||||
| HEAD OF UPPER SCHOOL | 40.00 | $158,284 | $0 | $55,177 | Yes (X) | |||||
| CHARLES BROWN | ||||||||||
| DIR. OF DEVELOPMENT(THRU 6/30/13) | 40.00 | $120,174 | $0 | $28,363 | Yes (X) | |||||
| SAMUEL D CALDWELL | ||||||||||
| SR. ASSOC. DIR. DEVELOPMENT | 40.00 | $126,179 | $0 | $18,876 | Yes (X) | |||||
| JOSEPH SWEENEY | ||||||||||
| DIRECTOR OF INNOVATION | 40.00 | $126,948 | $0 | $62,321 | Yes (X) | |||||
| GEORGE WOOD | ||||||||||
| SENIOR DIRECTOR OF MAJOR GIFTS | 40.00 | $118,356 | $0 | $12,033 | Yes (X) | |||||
| JOSEPH T COX | ||||||||||
| FORMER HEADMASTER | 0.00 | $831,322 | $0 | $0 | Yes (X) | |||||
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Reportable Comp From Org | $2,780,428 | TotalReportableCompFromOrgAmt |
| Tot Reportable Comp Rltd Org | $0 | TotReportableCompRltdOrgAmt |
| Total Other Compensation | $535,751 | TotalOtherCompensationAmt |
| Indiv Rcvd Greater Than100 K | 13 | IndivRcvdGreaterThan100KCnt |
| Former Ofcr Employees Listed | Yes (1) | FormerOfcrEmployeesListedInd |
| Total Comp Greater Than150 K | Yes (1) | TotalCompGreaterThan150KInd |
| Compensation From Other Srcs | 0 | CompensationFromOtherSrcsInd |
Contractor Compensation ContractorCompensationGrp (5 entries)
| Address Line1ContractorAddress/USAddress/AddressLine1 | CityContractorAddress/USAddress/City | StateContractorAddress/USAddress/State | ZIP CodeContractorAddress/USAddress/ZIPCode | ServicesServicesDesc | CompensationCompensationAmt |
|---|---|---|---|---|---|
| SODEXO OPERATIONS LLC | |||||
| PO BOX 360170 | PITTSBURGH | PA | 15261 | FOOD/FACILITIES MGT | $2,741,709 |
| UNITED AMERICAN SECURITY INC | |||||
| 7610 FALLS OF NEUSE ROAD SUITE 290 | RALEIGH | NC | 27615 | SECURITY SERVICE | $262,361 |
| GOSHEN MECHANICAL CONTRACTORS INC | |||||
| 640 SNYDER AVE UNIT A | WEST CHESTER | PA | 19382 | HVAC CONTRACTORS | $137,409 |
| CLEAR SOUND INC | |||||
| 546 PENN STREET | YEADON | PA | 19050 | SOUND DESIGN | $125,131 |
| TIMOTHY J STEEN | |||||
| 4 QUEEN LANE | COATSVILLE | PA | 19320 | CONTRACTING SVC. | $120,599 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Cntrct Rcvd Greater Than100 K | 5 | CntrctRcvdGreaterThan100KCnt |
| Fundraising | $36,350 | FundraisingAmt |
| Related Organizations | $153,000 | RelatedOrganizationsAmt |
| All Other Contributions | $3,510,471 | AllOtherContributionsAmt |
| Noncash Contributions | $222,927 | NoncashContributionsAmt |
| Total Contributions | $3,699,821 | TotalContributionsAmt |
Program Service Revenue ProgramServiceRevenueGrp (4 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Related Or Exempt Func IncomeRelatedOrExemptFuncIncomeAmt |
|---|---|---|---|
| TUITION & FEES | 611710 | $31,909,599 | $31,909,599 |
| DAY CARE PROGRAM | 611710 | $320,664 | $320,664 |
| MUSIC LESSONS | 611710 | $155,812 | $155,812 |
| ENRICHMENT PROGRAM | 611710 | $126,926 | $126,926 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Program Service Revenue | $32,513,001 | TotalProgramServiceRevenueAmt |
Investment Income InvestmentIncomeGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $1,764,956 | TotalRevenueColumnAmt |
| Exclusion | $1,764,956 | ExclusionAmt |
Gross Rents GrossRentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $200,298 | RealAmt |
Less Rental Expenses LessRentalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $177,234 | RealAmt |
Rental Income Or Loss RentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Real | $23,064 | RealAmt |
Net Rental Income Or Loss NetRentalIncomeOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $23,064 | TotalRevenueColumnAmt |
| Exclusion | $23,064 | ExclusionAmt |
Gross Amount Sales Assets GrossAmountSalesAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $10,465,439 | SecuritiesAmt |
Less Cost Oth Basis Sales Expnss LessCostOthBasisSalesExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $7,572,832 | SecuritiesAmt |
Gain Or Loss GainOrLossGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Securities | $2,892,607 | SecuritiesAmt |
Net Gain Or Loss Investments NetGainOrLossInvestmentsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $2,892,607 | TotalRevenueColumnAmt |
| Exclusion | $2,892,607 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Fundraising Gross Income | $17,070 | FundraisingGrossIncomeAmt |
| Contri Rpt Fundraising Event | $36,350 | ContriRptFundraisingEventAmt |
| Fundraising Direct Expenses | $25,606 | FundraisingDirectExpensesAmt |
Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | -$8,536 | TotalRevenueColumnAmt |
| Exclusion | -$8,536 | ExclusionAmt |
Other Revenue Misc OtherRevenueMiscGrp (3 entries)
| DescDesc | BusinessBusinessCd | Total Revenue ColumnTotalRevenueColumnAmt | Unrelated Business RevenueUnrelatedBusinessRevenueAmt | ExclusionExclusionAmt |
|---|---|---|---|---|
| CAFETERIA | 611710 | $967,767 | $32,665 | $935,102 |
| SUMMER DAY CAMP | 611710 | $218,006 | $218,006 | |
| CAFE SALES | 611710 | $118,783 | $118,783 |
Miscellaneous Revenue MiscellaneousRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $75,168 | TotalRevenueColumnAmt |
| Exclusion | $75,168 | ExclusionAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Revenue Total | $1,379,724 | OtherRevenueTotalAmt |
Total Revenue TotalRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Revenue Column | $42,264,637 | TotalRevenueColumnAmt |
| Related Or Exempt Func Income | $32,513,001 | RelatedOrExemptFuncIncomeAmt |
| Unrelated Business Revenue | $250,671 | UnrelatedBusinessRevenueAmt |
| Exclusion | $5,801,144 | ExclusionAmt |
Grants To Domestic Individuals GrantsToDomesticIndividualsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $4,936,185 | TotalAmt |
| Program Services | $4,936,185 | ProgramServicesAmt |
Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,978,240 | TotalAmt |
| Program Services | $885,295 | ProgramServicesAmt |
| Management And General | $774,727 | ManagementAndGeneralAmt |
| Fundraising | $318,218 | FundraisingAmt |
Comp Disqual Persons CompDisqualPersonsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $607,651 | TotalAmt |
| Management And General | $592,026 | ManagementAndGeneralAmt |
| Fundraising | $15,625 | FundraisingAmt |
Other Salaries And Wages OtherSalariesAndWagesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $11,708,296 | TotalAmt |
| Program Services | $10,047,518 | ProgramServicesAmt |
| Management And General | $594,674 | ManagementAndGeneralAmt |
| Fundraising | $1,066,104 | FundraisingAmt |
Pension Plan Contributions PensionPlanContributionsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,135,268 | TotalAmt |
| Program Services | $898,726 | ProgramServicesAmt |
| Management And General | $144,101 | ManagementAndGeneralAmt |
| Fundraising | $92,441 | FundraisingAmt |
Other Employee Benefits OtherEmployeeBenefitsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,705,937 | TotalAmt |
| Program Services | $2,232,778 | ProgramServicesAmt |
| Management And General | $335,921 | ManagementAndGeneralAmt |
| Fundraising | $137,238 | FundraisingAmt |
Payroll Taxes PayrollTaxesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,006,756 | TotalAmt |
| Program Services | $782,793 | ProgramServicesAmt |
| Management And General | $134,312 | ManagementAndGeneralAmt |
| Fundraising | $89,651 | FundraisingAmt |
Fees For Services Legal FeesForServicesLegalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $43,916 | TotalAmt |
| Management And General | $43,916 | ManagementAndGeneralAmt |
Fees For Services Accounting FeesForServicesAccountingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $55,169 | TotalAmt |
| Management And General | $55,169 | ManagementAndGeneralAmt |
Fees For Srvc Invst Mgmnt Fees FeesForSrvcInvstMgmntFeesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $199,211 | TotalAmt |
| Management And General | $199,211 | ManagementAndGeneralAmt |
Fees For Services Other FeesForServicesOtherGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,772,351 | TotalAmt |
| Program Services | $1,706,854 | ProgramServicesAmt |
| Management And General | $65,497 | ManagementAndGeneralAmt |
Advertising AdvertisingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $239,459 | TotalAmt |
| Management And General | $13,875 | ManagementAndGeneralAmt |
| Fundraising | $225,584 | FundraisingAmt |
Office Expenses OfficeExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $1,694,706 | TotalAmt |
| Program Services | $1,466,643 | ProgramServicesAmt |
| Management And General | $151,185 | ManagementAndGeneralAmt |
| Fundraising | $76,878 | FundraisingAmt |
Information Technology InformationTechnologyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $192,355 | TotalAmt |
| Program Services | $192,355 | ProgramServicesAmt |
Occupancy OccupancyGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $2,250,630 | TotalAmt |
| Program Services | $1,470,139 | ProgramServicesAmt |
| Management And General | $444,493 | ManagementAndGeneralAmt |
| Fundraising | $335,998 | FundraisingAmt |
Travel TravelGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $157,441 | TotalAmt |
| Program Services | $138,554 | ProgramServicesAmt |
| Fundraising | $18,887 | FundraisingAmt |
Conferences Meetings ConferencesMeetingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $96,690 | TotalAmt |
| Program Services | $59,007 | ProgramServicesAmt |
| Management And General | $27,214 | ManagementAndGeneralAmt |
| Fundraising | $10,469 | FundraisingAmt |
Depreciation Depletion DepreciationDepletionGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $3,291,121 | TotalAmt |
| Program Services | $2,570,168 | ProgramServicesAmt |
| Management And General | $410,586 | ManagementAndGeneralAmt |
| Fundraising | $310,367 | FundraisingAmt |
Insurance InsuranceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $48,311 | TotalAmt |
| Program Services | $12,508 | ProgramServicesAmt |
| Management And General | $20,390 | ManagementAndGeneralAmt |
| Fundraising | $15,413 | FundraisingAmt |
Other Expenses OtherExpensesGrp (4 entries)
| DescDesc | TotalTotalAmt | Management And GeneralManagementAndGeneralAmt | Program ServicesProgramServicesAmt | FundraisingFundraisingAmt |
|---|---|---|---|---|
| UBI ESTIMATES TAXES | $600 | $600 | ||
| INSTRUCTIONAL EXPENSES | $971,861 | $94,409 | $877,452 | |
| ATHLETIC DEPARTMENT | $276,573 | $276,573 | ||
| DUES & SUBSCRIPTIONS | $143,935 | $59,298 | $73,193 | $11,444 |
All Other Expenses AllOtherExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $256,798 | TotalAmt |
| Program Services | $673 | ProgramServicesAmt |
| Management And General | $153,135 | ManagementAndGeneralAmt |
| Fundraising | $102,990 | FundraisingAmt |
Total Functional Expenses TotalFunctionalExpensesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total | $35,769,460 | TotalAmt |
| Program Services | $28,627,414 | ProgramServicesAmt |
| Management And General | $4,314,739 | ManagementAndGeneralAmt |
| Fundraising | $2,827,307 | FundraisingAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Joint Costs | Yes (X) | JointCostsInd |
Cash Non Interest Bearing CashNonInterestBearingGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $12,950 | BOYAmt |
| EOY | $295,709 | EOYAmt |
Savings And Temp Cash Invst SavingsAndTempCashInvstGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,422,571 | BOYAmt |
| EOY | $8,362,613 | EOYAmt |
Pledges And Grants Receivable PledgesAndGrantsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $6,698,807 | BOYAmt |
| EOY | $3,741,696 | EOYAmt |
Accounts Receivable AccountsReceivableGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $20,789 | BOYAmt |
| EOY | $4,447 | EOYAmt |
Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $837,273 | BOYAmt |
| EOY | $353,422 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Land Bldg Equip Cost Or Other Bss | $110,010,912 | LandBldgEquipCostOrOtherBssAmt |
| Land Bldg Equip Accum Deprec | $34,401,207 | LandBldgEquipAccumDeprecAmt |
Land Bldg Equip Basis Net LandBldgEquipBasisNetGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $77,474,039 | BOYAmt |
| EOY | $75,609,705 | EOYAmt |
Investments Pub Traded Sec InvestmentsPubTradedSecGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $41,946,967 | BOYAmt |
| EOY | $47,345,700 | EOYAmt |
Investments Other Securities InvestmentsOtherSecuritiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $10,970,974 | BOYAmt |
| EOY | $16,492,864 | EOYAmt |
Intangible Assets IntangibleAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $176,414 | BOYAmt |
| EOY | $151,411 | EOYAmt |
Other Assets Total OtherAssetsTotalGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $509,929 | BOYAmt |
| EOY | $547,476 | EOYAmt |
Total Assets TotalAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,070,713 | BOYAmt |
| EOY | $152,905,043 | EOYAmt |
Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $3,253,521 | BOYAmt |
| EOY | $2,201,902 | EOYAmt |
Deferred Revenue DeferredRevenueGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $5,203,639 | BOYAmt |
| EOY | $5,911,423 | EOYAmt |
Tax Exempt Bond Liabilities TaxExemptBondLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $35,010,000 | BOYAmt |
| EOY | $34,340,000 | EOYAmt |
Other Liabilities OtherLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $2,613,627 | BOYAmt |
| EOY | $2,718,314 | EOYAmt |
Total Liabilities TotalLiabilitiesGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $46,080,787 | BOYAmt |
| EOY | $45,171,639 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Organization Follows SFAS117 | Yes (X) | OrganizationFollowsSFAS117Ind |
Unrestricted Net Assets UnrestrictedNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $72,943,080 | BOYAmt |
| EOY | $82,974,492 | EOYAmt |
Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $7,072,310 | BOYAmt |
| EOY | $6,090,094 | EOYAmt |
Permanently Rstr Net Assets PermanentlyRstrNetAssetsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $17,974,536 | BOYAmt |
| EOY | $18,668,818 | EOYAmt |
Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $97,989,926 | BOYAmt |
| EOY | $107,733,404 | EOYAmt |
Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| BOY | $144,070,713 | BOYAmt |
| EOY | $152,905,043 | EOYAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Reconcilation Revenue Expnss | $6,495,177 | ReconcilationRevenueExpnssAmt |
| Net Unrlzd Gains Losses Invst | $3,248,301 | NetUnrlzdGainsLossesInvstAmt |
| Other Changes In Net Assets | $0 | OtherChangesInNetAssetsAmt |
| Method Of Accounting Accrual | Yes (X) | MethodOfAccountingAccrualInd |
| Accountant Compile Or Review | 0 | AccountantCompileOrReviewInd |
| FS Audited | Yes (1) | FSAuditedInd |
FS Audited Basis FSAuditedBasisGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Separate Basis Fincl Stmt | Yes (X) | SeparateBasisFinclStmtInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Audit Committee | Yes (1) | AuditCommitteeInd |
| Federal Grant Audit Required | 0 | FederalGrantAuditRequiredInd |
Schedule A IRS990ScheduleA
| Field | Value | IRS element (for citing) |
|---|---|---|
| School | Yes (X) | SchoolInd |
Schedule B IRS990ScheduleB
Contributor Information ContributorInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Contributor | RESTRICTED | ContributorNum |
Contributor Business Name ContributorBusinessName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | RESTRICTED | BusinessNameLine1 |
Contributor US Address ContributorUSAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | RESTRICTED | AddressLine1 |
| Address Line2 | RESTRICTED | AddressLine2 |
| City | RESTRICTED | City |
| State | RESTRICTED | State |
| ZIP Code | RESTRICTED | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Contributions | RESTRICTED | TotalContributionsAmt |
Schedule D IRS990ScheduleD
CY Endwmt Fund CYEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $52,802,312 | BeginningYearBalanceAmt |
| Contributions | $3,199,399 | ContributionsAmt |
| Investment Earnings Or Losses | $7,772,075 | InvestmentEarningsOrLossesAmt |
| Other Expenditures | $52,701 | OtherExpendituresAmt |
| End Year Balance | $63,721,085 | EndYearBalanceAmt |
CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $45,547,640 | BeginningYearBalanceAmt |
| Contributions | $2,198,407 | ContributionsAmt |
| Investment Earnings Or Losses | $5,056,265 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $52,802,312 | EndYearBalanceAmt |
CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $38,620,045 | BeginningYearBalanceAmt |
| Contributions | $6,641,384 | ContributionsAmt |
| Investment Earnings Or Losses | $286,211 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $45,547,640 | EndYearBalanceAmt |
CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $31,472,044 | BeginningYearBalanceAmt |
| Contributions | $3,742,976 | ContributionsAmt |
| Investment Earnings Or Losses | $3,405,025 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $38,620,045 | EndYearBalanceAmt |
CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Beginning Year Balance | $23,695,095 | BeginningYearBalanceAmt |
| Contributions | $4,706,031 | ContributionsAmt |
| Investment Earnings Or Losses | $3,070,918 | InvestmentEarningsOrLossesAmt |
| End Year Balance | $31,472,044 | EndYearBalanceAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Board Designated Balance EOY | 0.64320 | BoardDesignatedBalanceEOYPct |
| Prmnnt Endowment Balance EOY | 0.28440 | PrmnntEndowmentBalanceEOYPct |
| Term Endowment Balance EOY | 0.07240 | TermEndowmentBalanceEOYPct |
| Endowments Held Unrelated Org | 0 | EndowmentsHeldUnrelatedOrgInd |
| Endowments Held Related Org | 0 | EndowmentsHeldRelatedOrgInd |
Land LandGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $521,496 | OtherCostOrOtherBasisAmt |
| Book Value | $521,496 | BookValueAmt |
Buildings BuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $98,569,093 | OtherCostOrOtherBasisAmt |
| Depreciation | $31,021,530 | DepreciationAmt |
| Book Value | $67,547,563 | BookValueAmt |
Equipment EquipmentGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $10,738,726 | OtherCostOrOtherBasisAmt |
| Depreciation | $3,379,677 | DepreciationAmt |
| Book Value | $7,359,049 | BookValueAmt |
Other Land Buildings OtherLandBuildingsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Other Cost Or Other Basis | $181,597 | OtherCostOrOtherBasisAmt |
| Book Value | $181,597 | BookValueAmt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Land Buildings | $75,609,705 | TotalBookValueLandBuildingsAmt |
Other Securities OtherSecuritiesGrp (10 entries)
| DescDesc | Book ValueBookValueAmt | Method ValuationMethodValuationCd |
|---|---|---|
| THE WEATHERLOW OFFSHORE FUND I LTD. | $3,791,252 | F |
| SELECTINVEST ARV LTD. | $141,433 | F |
| AG DIVERSIFIED CREDIT STRATEGIES FUND LTD. | $2,120,165 | F |
| AG CAPITAL RECOVERY VI HOLDINGS LP | $344,400 | F |
| TIGER ACCELERATOR PARTNERS LP | $638,032 | F |
| PERMIT CAPITAL MORTGAGE FUND, LP | $595,740 | F |
| BRANDYWINE INVESTMENT TRUST | $2,131,551 | F |
| FORESTER DIVERSIFIED, LTD. | $2,478,941 | F |
| CONATUS CAPITAL OVERSEAS, LTD. | $3,064,470 | F |
| EVEREST CAPITAL | $1,186,880 | F |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Book Value Securities | $16,492,864 | TotalBookValueSecuritiesAmt |
Other Liabilities Org OtherLiabilitiesOrgGrp (2 entries)
| DescDesc | AmtAmt |
|---|---|
| ACCRUED POSTRETIREMENT HEALTH COSTS | $279,939 |
| INTEREST RATE SWAP AGREEMENTS | $2,438,375 |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Total Liability | $2,718,314 | TotalLiabilityAmt |
| Footnote Text | Yes (X) | FootnoteTextInd |
| Total Rev Etc Audited Fincl Stmt | $40,580,380 | TotalRevEtcAuditedFinclStmtAmt |
| Net Unrealized Gains Invst | $3,248,301 | NetUnrealizedGainsInvstAmt |
| Revenue Not Reported | $3,248,301 | RevenueNotReportedAmt |
| Revenue Subtotal | $37,332,079 | RevenueSubtotalAmt |
| Investment Expenses Not Incld | $199,211 | InvestmentExpensesNotIncldAmt |
| Other Revenues Not Included | $4,733,347 | OtherRevenuesNotIncludedAmt |
| Revenue Not Reported Fincl Stmt | $4,932,558 | RevenueNotReportedFinclStmtAmt |
| Total Revenue Per Form990 | $42,264,637 | TotalRevenuePerForm990Amt |
| Tot Expns Etc Audited Fincl Stmt | $30,836,902 | TotExpnsEtcAuditedFinclStmtAmt |
| Other Expenses Included | $202,838 | OtherExpensesIncludedAmt |
| Expenses Not Reported | $202,838 | ExpensesNotReportedAmt |
| Expenses Subtotal | $30,634,064 | ExpensesSubtotalAmt |
| Investment Expenses Not Incld2 | $199,211 | InvestmentExpensesNotIncld2Amt |
| Other Expenses Not Included | $4,936,185 | OtherExpensesNotIncludedAmt |
| Expenses Not Rpt Fincl Stmt | $5,135,396 | ExpensesNotRptFinclStmtAmt |
| Total Expenses Per Form990 | $35,769,460 | TotalExpensesPerForm990Amt |
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART V, LINE 4: | THE ENDOWMENT FUND SUPPORTS THE MISSION OF THE SCHOOL THROUGH SCHOLARSHIPS, PROGRAM SUPPORT, AND FACULTY SUPPORT. |
| PART X, LINE 2: | THE SCHOOL HAS EVALUATED ITS TAX POSITIONS AS OF JUNE 30, 2014. A TAX POSITION IS RECOGNIZED AS A BENEFIT ONLY IF IT IS "MORE-LIKELY-THAN-NOT" THAT THE TAX POSITION WOULD BE SUSTAINED IN A TAX EXAMINATION, WITH A TAX EXAMINATION BEING PRESUMED TO OCCUR. THE AMOUNT RECOGNIZED IS THE LARGEST AMOUNT OF TAX BENEFIT THAT HAS A LIKELIHOOD OF BEING REALIZED ON EXAMINATION OF MORE THAN 50 PERCENT. FOR TAX POSITIONS NOT MEETING THE "MORE-LIKELY-THAN-NOT" TEST, NO TAX BENEFIT IS RECORDED. UNDER THE "MORE-LIKELY-THAN-NOT" THRESHOLD GUIDELINES, MANAGEMENT BELIEVES NO SIGNIFICANT UNCERTAIN TAX POSITIONS EXIST, EITHER INDIVIDUALLY OR IN THE AGGREGATE, THAT WOULD GIVE RISE TO THE RECOGNITION OF AN INCOME TAX LIABILITY. AS OF JUNE 30, 2014, IN THE OPINION OF MANAGEMENT, THE SCHOOL HAS NO MATERIAL UNRECOGNIZED INCOME TAX LIABILITIES OR ACCRUED INTEREST AND PENALTIES. THE SCHOOL'S FEDERAL EXEMPT ORGANIZATION BUSINESS INCOME TAX RETURNS FOR 2013, 2012, 2011, AND 2010 REMAIN SUBJECT TO EXAMINATION BY THE IRS. |
| PART XI, LINE 4B - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES -25,604. RENTAL EXPENSES -177,234. GRANTS TO INDIVIDUALS 4,936,185. |
| PART XII, LINE 2D - OTHER ADJUSTMENTS: | FUNDRAISING EXPENSES 25,604. RENTAL EXPENSES 177,234. |
| PART XII, LINE 4B - OTHER ADJUSTMENTS: | GRANTS TO INDIVIDUALS 4,936,185. |
Schedule E IRS990ScheduleE
| Field | Value | IRS element (for citing) |
|---|---|---|
| Nondiscriminatory Policy Stmt | Yes (1) | NondiscriminatoryPolicyStmtInd |
| Policy Stmt In Brochures Etc | Yes (1) | PolicyStmtInBrochuresEtcInd |
| Plcy Pblczd Via Broadcast Media | Yes (1) | PlcyPblczdViaBroadcastMediaInd |
| Maintain Racial Comp Recs | Yes (1) | MaintainRacialCompRecsInd |
| Maintain Scholarships Recs | Yes (1) | MaintainScholarshipsRecsInd |
| Maintain Cpy Of Brochures Etc | Yes (1) | MaintainCpyOfBrochuresEtcInd |
| Maintain Cpy Of All Sol | Yes (1) | MaintainCpyOfAllSolInd |
| Discriminate Race Stdnts Rghts | 0 | DiscriminateRaceStdntsRghtsInd |
| Discriminate Race Admiss Plcy | 0 | DiscriminateRaceAdmissPlcyInd |
| Discriminate Race Emplm Fculty | 0 | DiscriminateRaceEmplmFcultyInd |
| Discriminate Race Schs | 0 | DiscriminateRaceSchsInd |
| Discriminate Race Educ Plcy | 0 | DiscriminateRaceEducPlcyInd |
| Discriminate Race Use Of Fclts | 0 | DiscriminateRaceUseOfFcltsInd |
| Discriminate Race Athlt Prog | 0 | DiscriminateRaceAthltProgInd |
| Discriminate Race Other Acty | 0 | DiscriminateRaceOtherActyInd |
| Government Financial Aid Rcvd | Yes (1) | GovernmentFinancialAidRcvdInd |
| Government Financial Aid Rvkd | 0 | GovernmentFinancialAidRvkdInd |
| Compliance With Rev Proc7550 | Yes (1) | ComplianceWithRevProc7550Ind |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE E, PART I, LINE 3 | THE HAVERFORD SCHOOL IS A MEMBER OF A LOCAL CONSORTIUM CALLED "ADVIS" THAT PUBLISHES A NONDISCRIMINATORY STATEMENT IN NEWSPAPERS. |
| SCHEDULE E, PART I, LINE 6 | THE SCHOOL RECEIVES BOOKS FROM THE PENNSYLVANIA DEPARTMENT OF EDUCATION. |
Schedule G IRS990ScheduleG
Fundraising Event Information FundraisingEventInformationGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Name Of Event1 | GOLF OUTING | NameOfEvent1Amt |
| Gross Receipts Event1 | $53,420 | GrossReceiptsEvent1Amt |
| Charitable Contri Event1 | $36,350 | CharitableContriEvent1Amt |
| Gross Revenue Event1 | $17,070 | GrossRevenueEvent1Amt |
| Rent Facility Costs Event1 | $19,316 | RentFacilityCostsEvent1Amt |
| Food And Beverage Event1 | $4,000 | FoodAndBeverageEvent1Amt |
| Other Direct Expenses Event1 | $2,290 | OtherDirectExpensesEvent1Amt |
| Gross Receipts Total | $53,420 | GrossReceiptsTotalAmt |
| Charitable Contributions Tot | $36,350 | CharitableContributionsTotAmt |
| Gross Revenue Total Events | $17,070 | GrossRevenueTotalEventsAmt |
| Rent Fclty Costs Total Events | $19,316 | RentFcltyCostsTotalEventsAmt |
| Food And Beverage Total Events | $4,000 | FoodAndBeverageTotalEventsAmt |
| Oth Direct Expnss Total Events | $2,290 | OthDirectExpnssTotalEventsAmt |
| Direct Expense Summary Events | $25,606 | DirectExpenseSummaryEventsAmt |
| Net Income Summary | -$8,536 | NetIncomeSummaryAmt |
Schedule I IRS990ScheduleI
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Records Maintained | Yes (1) | GrantRecordsMaintainedInd |
Grants Other Asst To Indiv In US GrantsOtherAsstToIndivInUSGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Grant Type | SCHOLARSHIPS & FINANCIAL AID | GrantTypeTxt |
| Recipient | 301 | RecipientCnt |
| Cash Grant | $4,936,185 | CashGrantAmt |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 2: | FormAndLineReferenceDesc |
| Explanation | GRANT FUNDS ARE DETERMINED USING AN OUTSIDE SERVICE WHICH DETERMINES NEED FOR TUITION ASSISTANCE. THE FUNDS OR TUITION DISCOUNT IS THEN APPLIED AGAINST THE TUITION OBLIGATION AT THE SCHOOL. FAMILIES ARE ASKED TO NOTIFY THE SCHOOL IF THEIR FINANCIAL SITUATION CHANGES. | ExplanationTxt |
Schedule J IRS990ScheduleJ
| Field | Value | IRS element (for citing) |
|---|---|---|
| Travel For Companions | Yes (X) | TravelForCompanionsInd |
| Idemnification Gross Up Pmts | Yes (X) | IdemnificationGrossUpPmtsInd |
| Housing Allowance Or Residence | Yes (X) | HousingAllowanceOrResidenceInd |
| Written Policy Ref T And E Expnss | Yes (1) | WrittenPolicyRefTAndEExpnssInd |
| Substantiation Required | Yes (1) | SubstantiationRequiredInd |
| Compensation Committee | Yes (X) | CompensationCommitteeInd |
| Independent Consultant | Yes (X) | IndependentConsultantInd |
| Form990 Of Other Organizations | Yes (X) | Form990OfOtherOrganizationsInd |
| Board Or Committee Approval | Yes (X) | BoardOrCommitteeApprovalInd |
| Severance Payment | Yes (1) | SeverancePaymentInd |
| Supplemental Nonqual Rtr Plan | 0 | SupplementalNonqualRtrPlanInd |
| Equity Based Comp Arrngm | 0 | EquityBasedCompArrngmInd |
| Comp Based On Revenue Of Flng Org | 0 | CompBasedOnRevenueOfFlngOrgInd |
| Comp Bsd On Rev Related Orgs | 0 | CompBsdOnRevRelatedOrgsInd |
| Comp Bsd Net Earns Flng Org | 0 | CompBsdNetEarnsFlngOrgInd |
| Comp Bsd Net Earns Rltd Orgs | 0 | CompBsdNetEarnsRltdOrgsInd |
| Any Non Fixed Payments | Yes (1) | AnyNonFixedPaymentsInd |
| Initial Contract Exception | 0 | InitialContractExceptionInd |
Rltd Org Officer Trst Key Empl RltdOrgOfficerTrstKeyEmplGrp (10 entries)
| TitleTitleTxt | Base Compensation Filing OrgBaseCompensationFilingOrgAmt | Compensation Based On Rltd OrgsCompensationBasedOnRltdOrgsAmt | Bonus Filing OrganizationBonusFilingOrganizationAmount | Bonus Related OrganizationsBonusRelatedOrganizationsAmt | Other Compensation Filing OrgOtherCompensationFilingOrgAmt | Other Compensation Rltd OrgsOtherCompensationRltdOrgsAmt | Deferred Compensation Flng OrgDeferredCompensationFlngOrgAmt | Deferred Comp Rltd OrgsDeferredCompRltdOrgsAmt | Nontaxable Benefits Filing OrgNontaxableBenefitsFilingOrgAmt | Nontaxable Benefits Rltd OrgsNontaxableBenefitsRltdOrgsAmt | Total Compensation Filing OrgTotalCompensationFilingOrgAmt | Total Compensation Rltd OrgsTotalCompensationRltdOrgsAmt | Comp Report Prior990 Filing OrgCompReportPrior990FilingOrgAmt | Comp Report Prior990 Rltd OrgsCompReportPrior990RltdOrgsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| JOHN A NAGL | ||||||||||||||
| HEADMASTER | $220,496 | $0 | $0 | $0 | $15,000 | $0 | $0 | $0 | $12,645 | $0 | $248,141 | $0 | $0 | $0 |
| DAVID S GOLD | ||||||||||||||
| CHIEF FINANCIAL OFFICER | $196,909 | $0 | $0 | $0 | $0 | $0 | $19,691 | $0 | $34,593 | $0 | $251,193 | $0 | $0 | $0 |
| JAMES M THORBURN | ||||||||||||||
| ASSISTANT HEADMASTER | $178,436 | $0 | $0 | $0 | $47,500 | $0 | $17,843 | $0 | $9,552 | $0 | $253,331 | $0 | $0 | $0 |
| JOHN C NOSTRANT | ||||||||||||||
| ATHLETIC DIRECTOR | $118,994 | $0 | $0 | $0 | $41,000 | $0 | $11,899 | $0 | $44,292 | $0 | $216,185 | $0 | $0 | $0 |
| RONALD F DUSKA | ||||||||||||||
| HEAD OF LOWER SCHOOL | $123,754 | $0 | $0 | $0 | $30,000 | $0 | $12,375 | $0 | $2,865 | $0 | $168,994 | $0 | $0 | $0 |
| JAMES J GREYTOK JR | ||||||||||||||
| HEAD OF MIDDLE SCHOOL | $134,426 | $0 | $0 | $0 | $30,000 | $0 | $13,443 | $0 | $40,056 | $0 | $217,925 | $0 | $0 | $0 |
| BRIAN MCBRIDE | ||||||||||||||
| ASSOC. HEAD EXTERNAL AFFAIRS | $162,650 | $0 | $0 | $0 | $0 | $0 | $16,265 | $0 | $123,462 | $0 | $302,377 | $0 | $0 | $0 |
| MATTHEW GREEN | ||||||||||||||
| HEAD OF UPPER SCHOOL | $128,284 | $0 | $0 | $0 | $30,000 | $0 | $12,828 | $0 | $42,349 | $0 | $213,461 | $0 | $0 | $0 |
| JOSEPH SWEENEY | ||||||||||||||
| DIRECTOR OF INNOVATION | $126,948 | $0 | $0 | $0 | $0 | $0 | $12,695 | $0 | $49,626 | $0 | $189,269 | $0 | $0 | $0 |
| JOSEPH T COX | ||||||||||||||
| FORMER HEADMASTER | $211,617 | $0 | $0 | $0 | $619,705 | $0 | $0 | $0 | $0 | $0 | $831,322 | $0 | $0 | $0 |
Supplemental Information Detail SupplementalInformationDetail (3 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| PART I, LINE 1A | THE SCHOOL PAID AIRFARE FOR THE HEADMASTER'S WIFE TO ATTEND DEVELOPMENT FUNCTIONS (FOR WHICH HIS SPOUSE WAS INVOLVED) AND CONFERENCES FOR WHICH IT WAS APPROPRIATE FOR HER TO BE INCLUDED. THE REIMBURSEMENTS FOR SPOUSAL TRAVEL WAS INCLUDED IN W-2 TAXABLE WAGES. NOTE THE HEADMASTER, JOHN NAGL, RECEIVIES A HOUSING ALLOWANCE THAT IS INCLUDED IN HIS TAXABLE WAGES. THE FAIR MARKET VALUE OF HIS HOUSING ALLOWANCE FOR 2013 WAS $15,000, WHICH REPRESENTED 1/2 YEAR. THE FOLLOWING PERSONNEL ARE REQUIRED TO RESIDE ON CAMPUS AND THEIR HOUSING ALLOWANCES ARE LIKEWISE INCLUDED IN THEIR TAXABLE WAGES: JAMES THORNBURN, JOHN NOSTRANT, RONALD DUSKA, JAMES GREYTOK, AND MATTHEW GREEN. |
| PART I, LINE 4A | JOSEPH T. COX, RETIRING HEADMASTER AFTER 15 YEARS OF SERVICE, RECEIVED A RETIREMENT BONUS EQUAL TO ONE YEAR'S SALARY AND BENEFITS. THE RETIREMENT PAY WAS ACCRUED ON THE AUDITED FINANCIALS AT 6/30/13 AND PAID OUT 7/15/13. NOTE THE PAYMENT WAS NOT REFLECTED IN THE HEADMASTER'S CALENDAR YEAR 12/31/12 COMPENSATION BUT IS BE REFLECTED IN SCHEDULE J COMPENSATION FOR THE 2013 RETURN. |
| PART I, LINE 7 | THE HEADMASTER RECEIVED A BONUS BASED ON GOALS AND CRITERIA DETERMINED BY THE BOARD ON A DISCRETIONARY BASIS. |
Schedule K IRS990ScheduleK
Tax Exempt Bonds Issues TaxExemptBondsIssuesGrp (2 entries)
| Bond ReferenceBondReferenceCd | Bond Issuer EINBondIssuerEIN | CUSIPCUSIPNum | Bond IssuedBondIssuedDt | Issue PriceIssuePriceAmt | PurposePurposeDesc | DefeasedDefeasedInd | On Behalf Of IssuerOnBehalfOfIssuerInd | Pool FinancingPoolFinancingInd |
|---|---|---|---|---|---|---|---|---|
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| A | 232245125 | 613609WH5 | 2007-03-29 | $11,501,946 | ADVANCE REFUNDING-T/E BOND ISSUE 4/08/2004 REFUND PRIOR T/E BONDS (LINE C) | 0 | 0 | 0 |
| MONTGOMERY COUNTY INDUSTRIAL DEVELOPMENT AUTHORITY | ||||||||
| B | 232245125 | NONEAVAIL | 2010-12-28 | $30,000,000 | CURRENT REFUNDING T/E BOND ISSUE 6/02/08 TO FINANCE FACILITIES CONSTRUCTION | 0 | 0 | 0 |
Tax Exempt Bonds Proceeds TaxExemptBondsProceedsGrp (2 entries)
| Bond ReferenceBondReferenceCd | RetiredRetiredAmt | Total ProceedsTotalProceedsAmt | Refunding EscrowRefundingEscrowAmt | Issuance Costs From ProceedsIssuanceCostsFromProceedsAmt | Credit EnhancementCreditEnhancementAmt | Substantial CompletionSubstantialCompletionYr | Current RefundingCurrentRefundingInd | Advance RefundingAdvanceRefundingInd | Final Allocation MadeFinalAllocationMadeInd | Adequate Books And Rec MaintAdequateBooksAndRecMaintInd | Other Spent ProceedsOtherSpentProceedsAmt |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | $4,352,946 | $11,501,946 | $7,897,274 | $174,731 | $134,409 | 2007 | 0 | Yes (1) | Yes (1) | Yes (1) | |
| B | $3,000,000 | $30,000,000 | 2010 | Yes (1) | 0 | Yes (1) | Yes (1) | $30,000,000 |
Tax Exempt Bonds Private Bus Use TaxExemptBondsPrivateBusUseGrp (2 entries)
| Bond ReferenceBondReferenceCd | Owning Bond Financed PropertyOwningBondFinancedPropertyInd | Any Lease ArrangementsAnyLeaseArrangementsInd | Mgmt Contract Bond Fincd PropMgmtContractBondFincdPropInd | Engage Bond Counsel ContractsEngageBondCounselContractsInd | Any Research AgreementsAnyResearchAgreementsInd | Private Bus Use By OthersPrivateBusUseByOthersPct | Private Bus Concerning UBIPrivateBusConcerningUBIPct | Total Private Business UseTotalPrivateBusinessUsePct | Bond Iss Meet Prvt Sec Pymt TestBondIssMeetPrvtSecPymtTestInd | Change In Use Bond Financed PropChangeInUseBondFinancedPropInd | Procs Nonqualified Bond RemdtdProcsNonqualifiedBondRemdtdInd |
|---|---|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | Yes (1) | 0 | 0.00000 | 0.00000 | 0.00000 | 0 | 0 | Yes (1) |
Tax Exempt Bonds Arbitrage TaxExemptBondsArbitrageGrp (2 entries)
| Bond ReferenceBondReferenceCd | Form8038 T FiledForm8038TFiledInd | Rebate Not Due YetRebateNotDueYetInd | Exception To RebateExceptionToRebateInd | No Rebate DueNoRebateDueInd | Variable Rate IssueVariableRateIssueInd | Hedge Identified In Bks And RecHedgeIdentifiedInBksAndRecInd | Gross Proceeds Invested In GICGrossProceedsInvestedInGICInd | Gross Proceeds InvestedGrossProceedsInvestedInd | Written Proc To Monitor ReqsWrittenProcToMonitorReqsInd |
|---|---|---|---|---|---|---|---|---|---|
| A | 0 | 0 | 0 | Yes (1) | 0 | 0 | 0 | 0 | Yes (1) |
| B | 0 | 0 | Yes (1) | 0 | Yes (1) | 0 | 0 | 0 | Yes (1) |
Procedures Corrective Action ProceduresCorrectiveActionGrp (2 entries)
| Bond ReferenceBondReferenceCd | Procedures Corrective ActionProceduresCorrectiveActionInd |
|---|---|
| A | Yes (1) |
| B | Yes (1) |
Supplemental Information Detail SupplementalInformationDetail (2 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| SCHEDULE K SUPPLENTAL INFORMATION | PART II, LINE 11, COLUMN B AND C: APPLIED TO REDEEM PRIOR BONDS ON THE DATE OF CLOSING |
| SCHEDULE K, PART IV, LINE 2C | NOTE THAT ALL FUNDS NOT IMMEDIATELY DISSEMINATED WERE PLACED INTO A REFUNDING ESCROW ACCOUNT WHOSE INTEREST RATE WAS DELIBERATELY AND CLEARLY LOWER THAN THE RATE ON THE BOND ISSUE ITSELF. THE YIELD ON THE ESCROW WAS VERIFIED AT CLOSING TO BE BELOW THE BOND YIELD AND NO CHANGES HAVE BEEN MADE TO THE ESCROW INVESTMENTS OR BOND YIELD. THEREFORE, MANAGEMENT HAS DETERMINED THAT NO ADDITIONAL REBATE CALCULATION IS REQUIRED." |
Schedule M IRS990ScheduleM
Books And Publications BooksAndPublicationsGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Noncash Contributions Rpt F990 | $126,438 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | PURCHASE PRICE | MethodOfDeterminingRevenuesTxt |
Securities Publicly Traded SecuritiesPubliclyTradedGrp
| Field | Value | IRS element (for citing) |
|---|---|---|
| Non Cash Checkbox | Yes (X) | NonCashCheckboxInd |
| Contribution | 15 | ContributionCnt |
| Noncash Contributions Rpt F990 | $96,489 | NoncashContributionsRptF990Amt |
| Method Of Determining Revenues | NYSE PRICE | MethodOfDeterminingRevenuesTxt |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form8283 Received | 0 | Form8283ReceivedCnt |
| Any Property That Must Be Held | 0 | AnyPropertyThatMustBeHeldInd |
| Review Process Unusual NC Gifts | 0 | ReviewProcessUnusualNCGiftsInd |
| Third Parties Used | Yes (1) | ThirdPartiesUsedInd |
Supplemental Information Detail SupplementalInformationDetail
| Field | Value | IRS element (for citing) |
|---|---|---|
| Form And Line Reference | PART I, LINE 32B: | FormAndLineReferenceDesc |
| Explanation | STOCK DONATIONS ARE TRANSFERRED TO THE BROKERAGE ACCOUNT WITH VANGUARD. IT IS POLICY TO SELL SECURITIES IMMEDIATELY UPON RECEIPT. | ExplanationTxt |
Schedule O IRS990ScheduleO
Supplemental Information Detail SupplementalInformationDetail (5 entries)
| Form And Line ReferenceFormAndLineReferenceDesc | ExplanationExplanationTxt |
|---|---|
| FORM 990, PART VI, SECTION A, LINE 1 | SOMETIMES THE BROADER BOARD WILL VOTE TO GIVE AUTHORITY TO THE EXECUTIVE COMMITTEE, COMPOSED OF THE CHAIR, TWO VICE CHAIRS, SECRETARY, TREASURER, THREE OTHER MEMBERS AND THE HEADMASTER. THE SCOPE IS ON A CASE BY CASE BASIS. |
| FORM 990, PART VI, SECTION B, LINE 11 | THE EXECUTIVE COMMITTEE WILL RECEIVE A COPY OF THE FULL 990 AND APPROVE. THE SCHOOL WILL THEN CIRCULATE THE RETURN IN ITS ENTIRETY TO THE FULL BOARD FOR COMMENTS OR QUESTIONS BEFORE THE RETURN IS TRANSMITTED TO THE IRS. |
| FORM 990, PART VI, SECTION B, LINE 12C | ANNUALLY THE BOARD OF TRUSTEES IS REQUIRED TO COMPLETE A CONFLICT QUESTIONNAIRE TO HIGHLIGHT ANY CONFLICTS. BUSINESS AND PERSONAL RELATIONSHIPS ARE SPECIFICALLY MENTIONED IN THE POLICY AS HAVING POTENTIAL FOR CONFLICTS OF INTEREST. THE CHIEF FINANCIAL OFFICER REVIEWS THE FORMS ANNUALLY TO DETERMINE IF ANY CONFLICTS EXIST. IF A POTENTIAL CONFLICT ARISES, THE BOARD MEMBER, OFFICER, OR KEY EMPLOYEE IN QUESTION RECUSES HIMSELF OR HERSELF FROM ANY VOTES OR DECISIONS RELATED TO THE CONFLICT. OFFICERS AND KEY EMPLOYEES ARE HELD RESPONSIBLE FOR ANY POTENTIAL CONFLICTS UNDER THE SCHOOL'S "CODE OF CONDUCT" POLICY. |
| FORM 990, PART VI, SECTION B, LINE 15 | THE HEADMASTER'S COMPENSATION IS DETERMINED BY THE CHAIRMAN OF THE BOARD OF TRUSTEES AND THE EXECUTIVE COMMITTEE. THEY ENGAGE AN OUTSIDE CONSULTANT (LITTLEFORD & ASSOCIATES) IN DETERMINING THE HEADMASTER'S CONTRACT. THE CONSULTANT BENCHMARKS/SAFE HARBORS AGAINST OTHER HEADMASTERS IN THE INDUSTRY TO ENSURE THE HEADMASTER'S COMPENSATION IS WITHIN FAIR MARKET RANGE. A CONTRACT WAS JUST SIGNED/REVIEWED IN NOVEMBER 2012. THE EMPLOYMENT CONTRACT'S RENEWAL IS DOCUMENTED IN THE BOARD MINUTES ANNUALLY. THE BOARD OF DIRECTORS IS INFORMED ON AN HISTORICAL BASIS OF THE HEADMASTER'S COMPENSATION. OTHER KEY EMPLOYEES' SALARIES ARE DETERMINED BY THE HEADMASTER, WHO BENCHMARKS SALARIES WITH OTHER SCHOOLS IN THE AREA ON AN ANNUAL BASIS AND REVIEWS THE SALARIES WITH THE BOARD CHAIR IN CHARGE OF THE FACULTY AND STAFF COMPENSATION COMMITTEE. |
| FORM 990, PART VI, SECTION C, LINE 19 | THE ORGANIZATION'S GOVERNING DOCUMENTS, CONFLICT OF INTEREST POLICY, AND FINANCIAL STATEMENTS ARE AVAILABLE TO THE PUBLIC UPON REQUEST. |
Schedule R IRS990ScheduleR
Id Related Tax Exempt Org IdRelatedTaxExemptOrgGrp
Disregarded Entity Name DisregardedEntityName
| Field | Value | IRS element (for citing) |
|---|---|---|
| Business Name Line1 | HAVERFORD SCHOOL PARENTS' ASSOCIATION | BusinessNameLine1 |
US Address USAddress
| Field | Value | IRS element (for citing) |
|---|---|---|
| Address Line1 | 450 LANCASTER AVENUE | AddressLine1 |
| City | HAVERFORD | City |
| State | PA | State |
| ZIP Code | 19041 | ZIPCode |
| Field | Value | IRS element (for citing) |
|---|---|---|
| EIN | 236424688 | EIN |
| Primary Activities | FUNDRAISING | PrimaryActivitiesTxt |
| Legal Domicile State | PA | LegalDomicileStateCd |
| Exempt Code Section | 501(C)(3) | ExemptCodeSectionTxt |
| Public Charity Status | LINE 11B, II | PublicCharityStatusTxt |
| Direct Controlling NA | N/A | DirectControllingNACd |
| Controlled Organization | 0 | ControlledOrganizationInd |
| Field | Value | IRS element (for citing) |
|---|---|---|
| Receipt Of Int Annts Rnts Rylts | 0 | ReceiptOfIntAnntsRntsRyltsInd |
| Gift Grnt Or Cap Contri To Oth Org | 0 | GiftGrntOrCapContriToOthOrgInd |
| Gift Grnt Cap Contri From Oth Org | Yes (1) | GiftGrntCapContriFromOthOrgInd |
| Loans Or Guarantees To Other Org | 0 | LoansOrGuaranteesToOtherOrgInd |
| Loans Or Guarantees From Oth Org | 0 | LoansOrGuaranteesFromOthOrgInd |
| Div Related Organization | 0 | DivRelatedOrganizationInd |
| Asset Sale To Other Org | 0 | AssetSaleToOtherOrgInd |
| Asset Purchase From Other Org | 0 | AssetPurchaseFromOtherOrgInd |
| Asset Exchange | 0 | AssetExchangeInd |
| Rental Of Facilities To Oth Org | 0 | RentalOfFacilitiesToOthOrgInd |
| Rental Of Fclts From Oth Org | 0 | RentalOfFcltsFromOthOrgInd |
| Perform Of Services For Oth Org | 0 | PerformOfServicesForOthOrgInd |
| Perform Of Services By Other Org | 0 | PerformOfServicesByOtherOrgInd |
| Sharing Of Facilities | Yes (1) | SharingOfFacilitiesInd |
| Paid Employees Sharing | Yes (1) | PaidEmployeesSharingInd |
| Reimbursement Paid To Other Org | 0 | ReimbursementPaidToOtherOrgInd |
| Reimbursement Paid By Other Org | 0 | ReimbursementPaidByOtherOrgInd |
| Transfer To Other Org | 0 | TransferToOtherOrgInd |
| Transfer From Other Org | 0 | TransferFromOtherOrgInd |